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JPMorgan Limited Duration Bond ETF

61 hedge funds and large institutions have $584M invested in JPMorgan Limited Duration Bond ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

36% more funds holding

Funds holding: 4561 (+16)

14% more capital invested

Capital invested by funds: $513M → $584M (+$70.9M)

5.16% less ownership

Funds ownership: 72.62%67.47% (-5.2%)

Holders
61
Holders Change
+16
Holders Change %
+35.56%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$439M
MMA
2
Miracle Mile Advisors
California
$28.6M +$28.3M +548,073 New
LPL Financial
3
LPL Financial
California
$13.5M +$4.39M +84,825 +48%
FWM
4
FMA Wealth Management
Massachusetts
$11.9M +$11.8M +227,898 New
Bank of America
5
Bank of America
North Carolina
$11.7M +$5.6M +108,336 +94%
RJA
6
Raymond James & Associates
Florida
$10.2M +$383K +7,405 +4%
Morgan Stanley
7
Morgan Stanley
New York
$10.1M +$1.97M +38,023 +24%
MWC
8
MBM Wealth Consultants
Missouri
$9.21M +$9.13M +176,609 New
Wells Fargo
9
Wells Fargo
California
$4.79M -$1.63M -31,506 -26%
MA
10
MONECO Advisors
Connecticut
$4.72M -$275K -5,312 -6%
WAOTB
11
Wealth Advisors of Tampa Bay
Florida
$4.35M +$75.5K +1,461 +2%
WI
12
WBI Investments
New Jersey
$3.16M +$3.14M +60,668 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$2.96M -$543K -10,508 -16%
MFG
14
MidWestOne Financial Group
Iowa
$2.14M +$865K +16,730 +69%
MCIA
15
Mountain Capital Investment Advisors
Colorado
$1.9M +$1.91M +36,974 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.73M +$74.1K +1,433 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.71M +$572K +11,062 +51%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.62M -$323K -6,255 -17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.51M +$1.22M +23,570 +444%
DADC
20
D.A. Davidson & Co
Montana
$1.5M -$116K -2,252 -7%
SC
21
Saiph Capital
New Jersey
$1.38M +$1.66K +32 +0.1%
Truist Financial
22
Truist Financial
North Carolina
$1.25M +$1.23M +23,875 New
OIA
23
OneDigital Investment Advisors
Kansas
$1.24M +$1.23M +23,845 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$977K -$8.43K -163 -0.9%
P
25
&Partners
Tennessee
$953K +$53.9K +1,042 +6%

JPLD Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q3 2024, worth a combined $584M — up 14% from $513M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JPLD positions and 5 closed out — a net gain of 16 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $28.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.28M sold.

  • 61 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q3 2024, up from 45 in Q2 2024.
  • Funds reported $584M of JPMorgan Limited Duration Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 21 funds opened new JPMorgan Limited Duration Bond ETF positions in Q3 2024 and 5 closed out, a net change of +16 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q3 2024 was Miracle Mile Advisors, an estimated $28.3M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q3 2024 was Susquehanna International Group, an estimated $6.28M sold.

Based on aggregated 13F filings for Q3 2024.